What is the process for a tax return

To prepare and lodge your tax return, we need to collect some relevant information about you and your income and expenses. This information is then carefully reviewed by us and always discussed with you, to get to you know you better and answer any questions before the return is finalised and lodged.

We’re with you every step of the way and you can contact us at any time.

We have created a comprehensive client portal to collect your information and provide guidance on some of the common expenses for individuals, creatives and sole traders.

The online portal is just for information collection and education purposes only. Your tax return is prepared by a fully qualified tax agent and discussed with you personally. If you aren’t sure what you can claim, that’s okay because we’ll help you work through it and make sure you have captured everything that you’re entitled to claim.